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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,944 | $91,198+148.8% | $178,503+27.1% | $79,856+184.2% |
| Participation rate | 84.2% | 69.2%+15.0pp | 81.9%+2.3pp | 69.6%+14.6pp |
| Annual return | 16.68% | 24.20%-7.5pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $10,978 | $3,257+237.1% | $5,011+119.1% | $2,471+344.2% |
| Participant deferral / active EE | $9,641 | $3,237+197.9% | $5,202+85.3% | $3,741+157.8% |
| Admin fee / account holder | $4,857 | $6,748-28.0% | $13,987-65.3% | $5,306-8.5% |